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Disclosery

Vermillion Wealth Management, Inc.: SWMCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vermillion Wealth Management, Inc. on SWMCX, newest first. How the timeline and the estimate are built.

Vermillion Wealth Management, Inc. held 1,921 SWMCX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,921 shares
    Change vs previous 13F +1,921 shares

    0.01% of the 13F portfolio, value $31,866.

    13F-HR 0001398344-26-012192 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,363 shares

    13F-HR 0001398344-26-002726 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,363 shares
    Change vs previous 13F +2,363 shares

    0.01% of the 13F portfolio, value $34,672.

    13F-HR 0001398344-25-019666 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -381 shares

    13F-HR 0001398344-25-013256 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 381 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,460.

    13F-HR 0001398344-25-007819 filed by Vermillion Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).